How to Find Old Tax Returns on TurboTax: A Comprehensive Guide
If you’re like many people, you may not realize how important it is to keep old tax returns. However, having copies of your previous tax returns can be helpful for a variety of reasons, such as:
- Amending a previous return: If you discover an error on a previous return, you may need to file an amended return. Having a copy of your old return will make this process much easier.
- Applying for loans or credit: Lenders often require copies of your tax returns as part of the application process. Having your old returns on hand will save you time and hassle.
- Verifying your identity: In some cases, you may need to provide copies of your tax returns to verify your identity. Having your old returns on file will make this process easier.
If you’re not sure how to find old tax returns on TurboTax, don’t worry. We’re here to help. This article will provide you with a step-by-step guide on how to find and download your old tax returns from TurboTax.
Step 1: Log in to Your TurboTax Account
The first step is to log in to your TurboTax account. If you don’t have an account, you can create one for free.
Step 2: Click on "Tax Home"
Once you’re logged in, click on the "Tax Home" tab.
Step 3: Scroll Down to "My Tax Documents"
Under the "My Tax Documents" section, you will see a list of all of your tax returns that are stored in your TurboTax account.
Step 4: Find the Return You Want to Download
To find the return you want to download, simply scroll through the list until you find it. Once you’ve found the return, click on the "Download" button.
Step 5: Choose a Format
You will then be prompted to choose a format for your return. You can choose to download your return as a PDF, a CSV file, or an XML file. Select your desired file type and click on the "Download" button.
Step 6: Save Your Return
Once your return has been downloaded, you can save it to your computer. We recommend saving your return to a safe place where you can easily access it in the future.
Tips for Finding Old Tax Returns on TurboTax
Here are a few tips for finding old tax returns on TurboTax:
- If you can’t find a return you’re looking for, try using the search bar at the top of the "My Tax Documents" page.
- If you’re still having trouble finding a return, you can contact TurboTax customer support for assistance.
- If you’ve lost your TurboTax login information, you can reset your password or create a new account.
Conclusion
We hope this article has helped you find old tax returns on TurboTax. If you have any further questions, please don’t hesitate to contact us.
Check out our other articles on how to find old tax returns:
FAQ about How to Find Old Tax Returns on TurboTax
1. How do I find my old tax returns in TurboTax Online?
Answer: Sign in to your TurboTax account > Click Tax Home > Select Your tax returns & documents from the left menu > Click All tax returns to view a list of your returns.
2. How can I retrieve old tax returns from previous years that I didn’t file using TurboTax?
Answer: Contact the IRS directly or visit their website to request copies of your past returns. You may need to pay a fee.
3. Where can I find my old TurboTax CD/DVD software?
Answer: Check your computer’s storage devices (e.g., hard drive, external drive) or the original packaging the software came in. If you cannot locate it, you can purchase a new copy from TurboTax.
4. How do I access my old TurboTax desktop software returns?
Answer: If you still have the software installed on your computer, you can open it and locate the returns you need. Alternatively, you can insert the TurboTax CD/DVD into your computer and run the installation process to access the software.
5. What if I lost my TurboTax account password?
Answer: Click the Forgot Password link on the TurboTax login page and follow the instructions to reset your password. You may need to provide personal information to verify your identity.
6. How can I get help from TurboTax if I’m having trouble finding my old returns?
Answer: Contact TurboTax support via phone, chat, or email. They can assist you with troubleshooting and provide guidance on accessing your tax returns.
7. Can I print or download copies of my old tax returns?
Answer: Yes, most TurboTax versions allow you to print or download PDF copies of your tax returns for your records.
8. How long are tax returns stored by TurboTax?
Answer: TurboTax stores tax returns for up to 7 years in their secure online storage system.
9. Can I share my old tax returns with other people, such as my accountant?
Answer: Yes, you can share your tax returns digitally or through a printed copy. Ensure you have appropriate authorization to do so.
10. What if I need professional assistance in locating or interpreting my old tax returns?
Answer: Consider consulting with a tax professional, such as a certified public accountant (CPA), to assist you with finding, reviewing, or understanding your past tax returns.
